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Setting up the Pardot Integration and Syncing

Setting up the Pardot Integration and Syncing

Creating an integration to sync emails and landing pages to Pardot
Andrew Maxwell avatar
Written by Andrew Maxwell. Updated over a week ago

Setting up the Knak<>Pardot integration is easy. And it's powerful. It allows you to push emails & landing pages from Knak into Pardot as Layout Templates at the push of a button.

Note: You'll need Pardot admin access to complete this setup.

Setting up a connected app in Pardot

  1. In the top right corner, select the Gear Icon > Setup.

  2. In the settings search bar search for and select App Manager.

  3. Select New Connected App.

  4. Add a name for your connected app (i.e. Knak Integration).

  5. Add contact details of the owner of the connected app.

  6. Check the Enable OAuth Flows box in the API section.

  7. Enter https://enterprise.knak.io/account/integrations/pardot/authorize as the Callback URL.

  8. Under Selected OAuth Scopes, add the Access Pardot services and Perform requests on your behalf at any time scope which gives the app the ability to access and authenticate to Pardot.

  9. Click Require Secret for Web Server Flow.

  10. Click Save.

Required Information to create the integration

  • Connected App Consumer Key

  • Connected App Consumer Secret

  • Business Unit (BU) IDs

  • Salesforce User Credentials with Pardot login rights

  • Salesforce Instance URL

To find the Consumer Key & Secret, follow these steps:

  1. In the top right corner, select the Gear Icon > Setup.

  2. In the settings search bar search for and select App Manager.

  3. Find your connected app and select View.

  4. Copy your Consumer Key.

  5. Click Click to reveal to show your Consumer Secret and copy it.

To find the Pardot Business Unit, follow these steps:

  1. Go to the Gear Icon > Setup.

  2. In the settings search bar search for and select Pardot Account Setup.

  3. Find and record the business unit ID(s) for the Pardot instance you are integrating with Knak.

To find the Pardot Instance URL, follow these steps:

  1. While logged into Pardot, click your avatar in the top, right corner.

  2. Record the URL above Settings and Log Out.

Create the integration in Knak

  1. Open Knak Builder and navigate to Admin (top left button).


  2. Navigate to Integrations > Platforms > + Add New Integration, then select Pardot.


  3. Enter the Client ID (Consumer Key), Client Secret (Consumer Secret), Business Unit ID and Instance URL information that you gathered in a previous step, then click Authorize & Save.


  4. Login to Pardot with your username and password


  5. Upon successful authentication, you will be redirected to Knak and should see a green box with the message We have received authorization from Pardot. You may continue.



    Note: If you see an error message, use the information in the message to fix the error and re-attempt authentication.

  6. Congratulations! You have successfully setup a Pardot integration and will be able to sync emails and landing pages to your Pardot instance.

Syncing

To Sync:

  1. Click on Publish

  2. Select Sync

  3. Select a campaign and folder and push the sync button

Need more help? Contact Support via live chat within Knak using the chat bubble in the bottom right corner or email support@knak.com.

References

Need more help? Contact support via live chat within Knak using the chat bubble in the bottom right corner or email support@knak.com

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